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Seeking advice
Seeking advice

Need advice on something sales related?
Here you can experts and others in a similar situation as yourself.

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Group email / name of each recipient

Hello Pipedrivers,

I am wondering if you know if it is possible with Pipedrive in a group email to be sent, to have each email addressed to the specific recipient? For example, if the email is being sent to Jane... (More)

Google Drive - Automation - Docs/Sheets - helping to create agreements and budgets based on info in Pipedrive filled data.

Dear Pipedrivers,

Our creative and storytelling company has used now sometime PD more like a project managing tool. So to say track our projects/productions - in different stages from bidding to on-line approvals and final invoicing.

We also use Google... (More)

Auto send email from a specific Pipeline

Hello Pipedrivers, I want to send a notification email when a deal is created in a specific pipeline and only that pipeline. Ideas?

Hi Chariz @Chariz Abucejo1

Yes, the task you want to automate is possible if you are a Klenty+Pipedrive user.

If you are using Klenty to send personalized emails to automated follow-ups then it is possible to create contacts, also move... (More)